Course Name: "Insurance Marketing Campaign Design" Speaker: Teacher Lu Chunhong
The purpose of the activity: 1. Promote the transaction of accumulated customers in the previous stage;2. Promote the enthusiasm of marketing personnel at this stage, effectively increase the daily opening, and transform it into actual marketing actions. Activity plan 1: "Minsheng Bank Wealth Festival" target group: potential customers, including accumulated customers, customers with current balances of more than 3-50,000 yuan, customers with fixed or large-amount certificates of deposit that are about to expire, customers who have bought a single payment, and customers who have bought overdue payments. Activity period: April 18, 2022 - May 6, 2022Cooperation channel: Key products of everyone's insurance: "Everyone's Jiu'an (Exclusive Edition) Incremental Whole Life Insurance" (3 years, 5 years, 10 years payment, can be selected from the insurance company) Activity plan: Customers who apply for insurance during this period will be given activity support at different levels (take 5-year payment as an example): annual payment of 1-20,000: **Support annual payment of 1-20,000: **Support annual payment of 3-40,000: **Support annual payment of 5-80,000:** Support annual payment of 8-100,000:**Support annual payment of 10-200,000:**Support annual payment of 20-300,000:**Support annual payment of more than 300,000:**Support Remarks: Subject to the hesitation period of the contract. Activity plan 2: "Fourth Five-Year" Linkage Bancassurance Elite CompetitionTarget group: all financial managers, lobby managers, tellers, and branch presidentsCompetition time: the first stage: April 18, 2022 - May 6, 2022 The second stage: May 7, 2022 - May 31, 2022 Competition content: 1. Requirements for the Open Pioneer Award: 10 valid openings per day (including insurance demand analysis, product explanation, objection handling, etc.), and insurance theme invitations are not counted. Rewards: The top three wealth managers and lobby managers will be rewarded in stages.
2. Requirements for the Transaction Pioneer Award: Insurance shall be paid during the transaction period. Rewards: The top three wealth managers will be rewarded in stages. 3. Requirements for the Referral Pioneer Award: Lobby managers and tellers (sub-branches transfer for training) participate, successful referrals will be counted in the ranking, 3 times the points of the transaction will be counted, and the top three will be rewarded in stages. 4. Requirements for Outstanding Sub-branch Awards: Comprehensive evaluation, reward the top three outstanding sub-branches and sub-branch presidents in stages. 5. The honor banquet will be summarized and evaluated, the honorary certificate will be awarded, and the outstanding personnel will make speeches and end their participation in the honor banquet. 6. Other requirements 1. Competition statistical caliber: adopt the "point system", report data by the lobby manager every day, and do a good job of statistical work with the insurance company, and report to the superior to review the work content of the outlets that are less than 70% of the daily workload, reasonably arrange the effective working hours of the day, and strive for efficiency. 2. Transaction sharing: On the same day, colleagues who made a deal shared their transaction experience in the training camp group to encourage other colleagues to learn Xi and make progress together.